Libra – Our Outsourcing Service. Outsourcing of operational tasks is quickly becoming the norm in today’s competitive environment.

Investment advisors who desire operational scale, efficiency, control and increased profitability hire BaySys for data management excellence. We manage the tedious process of collecting, managing, and reconciling daily account activity across your custodians in order to optimize your portfolio management systems' capabilities. We will free you up so you can provide your clients a level of service that seperates you from your competition.

Please fill out the questionnaire below which will enable us to evaluate your business needs.

Client Quotes
  • “Hiring BaySys for outsourcing our Axys operations was one of the best business decisions we’ve made all year.“

    Jim Gebhardt, Principal
    Gephardt Group
  • “Outsourcing the reconciliation function to BaySys has been one of the best decisions. The integrity of the data has been 100% and communication direct. Plus, they don’t need coffee breaks or holidays! I whole heartily recommend BaySys to any financial firm looking to focus on managing wealth and outsourcing non-core investment competencies to experts.“

    Simon Baker, CEO
    Baker Avenue Asset Management
  • “The Data Analysts at BaySys Technology go above and beyond the typical outsourcing function of reconciling daily transactions. They’ve assisted our firm greatly in other areas such as reposting transactions to capture accurate cost basis information from custodial systems to updating accounts for unsupervised assets.“

    Julie Meissner, Chief Compliance Officer
    San Francisco Sentry